Form 5500 · Employee benefit plan · MADISON, WI
FIRST BUSINESS FINANCIAL SERVICES, INC.
FIRST BUSINESS FINANCIAL SERVICES, INC. of MADISON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1576570 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| QUARTZ HEALTH BENEFIT PLANS CORPORATION | Health | 316 | December | $32,586 |
| DELTA DENTAL OF WISCONSIN | Dental | 326 | December | $17,669 |
| STANDARD INSURANCE COMPANY | — | 55 | December | $6,616 |
| STANDARD INSURANCE COMPANY | Disability | 368 | December | $5,377 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 1,018 | December | $4,682 |
| STANDARD INSURANCE COMPANY | — | 368 | December | $4,504 |
| STANDARD INSURANCE COMPANY | Life | 364 | December | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 294 | December | $0 |
Questions
Who is FIRST BUSINESS FINANCIAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, FIRST BUSINESS FINANCIAL SERVICES, INC.'s broker of record is M3 INSURANCE SOLUTIONS INC..
What insurance carrier does FIRST BUSINESS FINANCIAL SERVICES, INC. use?
FIRST BUSINESS FINANCIAL SERVICES, INC.'s benefit plan is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION, among 8 disclosed carriers.
When does FIRST BUSINESS FINANCIAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for FIRST BUSINESS FINANCIAL SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIRST BUSINESS FINANCIAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.